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Wellbeing

Financial Wellbeing

From building emergency savings, to feeling confident in your financial decisions, Eaton wants to help you feel more in control of your finances today and in the future.

 

Get support with your financial wellness from Fidelity Investments

Schedule time with a Fidelity Workplace Financial Consultant for a complimentary one-on-one session to help you answer questions like:

  • How do I create a plan to prepare for retirement?
  • How can I feel more confident about my investment choices?
  • Are all my savings goals on track?
  • What if I change jobs or have changes with my family?

You can schedule a virtual appointment or call the Eaton Service Center at Fidelity at 1-866-EATON01 to speak to a licensed professional who can help with your planning needs. Watch the short video above to learn more about meeting one-on-one with Eaton’s Workplace Financial Consultant.

Your financial wellness dashboard on NetBenefits

Take charge of your money with financial help that evolves with you. Explore simple tools, useful tips and help when you need it – all in one place on NetBenefits. You can find resources that help you manage your money in ways that work for you, set goals that matter to you, and make confident steps toward the future with simple tools and personalized insights.

Get help with your money goals: Take the Financial Wellness Checkup

Your financial wellness is an important part of your overall well-being. It can help you navigate through all of life’s moments with more confidence—tackling your short-term financial goals (like building emergency savings), while showing some love to long-term ones, too (like tackling debt). Take a few minutes to answer some questions in the Financial Wellness Checkup and from there, you’ll get a look into how you’re doing and find tips that can help you take your next steps.